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Holistiplan alternatives for financial advisors
Short answer: The closest alternatives to Holistiplan are FP Alpha (best for advanced planning across tax, estate and insurance), Nitrogen (best for risk-tolerance conversations and proposals). Holistiplan itself is best for spotting tax planning opportunities from a return.
Holistiplan: Tax planning software that reads tax returns, plus estate and insurance tools. See the full Holistiplan overview or all tax return & document analysis tools.
Holistiplan starts at
Lowest published starting price
FP Alpha: From $870/yr
Alternatives with a free option
None listed
Why advisors look beyond Holistiplan
- Price is set by household count.
- Premium adds state scenarios; decide if you need them.
- Tax advice still belongs with a qualified professional.
- Not a fit if: You rarely review client tax returns.
2 alternatives to Holistiplan
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| FP Alpha AI that reads clients' tax, legal and insurance documents and surfaces planning insights. | Advanced planning across tax, estate and insurance | From $870/yr | None listed | Visit ↗ |
| Nitrogen Suite for risk tolerance, proposals and retirement readiness (formerly Riskalyze). | Risk-tolerance conversations and proposals | From $99/mo per Center (annual) | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
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FAQ
What is the best alternative to Holistiplan?
It depends on what you need. FP Alpha is best for advanced planning across tax, estate and insurance; Nitrogen is best for risk-tolerance conversations and proposals.
Why look for a Holistiplan alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Holistiplan is best for spotting tax planning opportunities from a return, so if that isn't you, compare the options below.
How much do Holistiplan alternatives cost?
As of October 21, 2026, published starting prices are: FP Alpha From $870/yr; Nitrogen From $99/mo per Center (annual). Holistiplan is From $749/yr.